Independent Wealth Network’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $772K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $602K | Buy |
|
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|
2024
Q3 | $579K | Sell |
|
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|
2024
Q2 | $571K | Buy |
|
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|
2024
Q1 | $551K | Buy |
|
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|
2023
Q4 | $470K | Buy |
|
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $434K | Buy |
|
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|
2023
Q1 | $372K | Buy |
|
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $479K | Buy |
|